Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 27th, 2017
2017 PLANSPONSOR Plan Sponsor of the Year Finalists Announced
This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. Read more >
Investment Provider Sued Over Own 401(k) Plan Fees
A lawsuit filed against JP Morgan Chase in New York levels a series of allegations that are by now very familiar to retirement industry professionals. Read more >
What Comes Next with DOL Conflict of Interest Standard
Experts in several discussions this week suggested organic market factors could take the place of DOL rulemaking that under the Obama Administration sought to raise the conflict of interest standards for advice. Read more >
Generations Split on Retirement Preparedness
Maturing Millennials report feeling very optimistic about retirement readiness, career growth, and financial security; meanwhile, advice-seeking Baby Boomers have much lower expectations. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
Sponsored message from T. ROWE PRICE
Considerations for Selecting a Financial Wellness Provider
As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Read more >
Investment Products and Service Launches
Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more. Read more >
What Do Investors Know About Fiduciaries?
Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to put clients’ best interests above their own when it comes to retirement assets, a new survey finds. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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